THE JEFFREY MATTHEWS FINANCIAL GROUP, L.L.C.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
37
Avg account
$0

Firm details

Headquarters
FLORHAM PARK, New Jersey
CRD number
41282
Registered since
November 27, 1996

Firm profile

FINTRX

Overview

The Jeffrey Matthews Financial Group, L.L.C. is an SEC-registered investment adviser organized as a limited liability company and first registered in 1996. The firm is owned by an individual and is classified in the dataset as "Unclassified." The record indicates the firm does not act as a capital allocator, is not an active ESG investor, does not provide pension consulting, and is not flagged as a related adviser or a newly formed adviser. FINTRX data lists the firm as not a multi-state adviser, while other parts of the dataset indicate a presence in multiple states (see Locations). That discrepancy suggests either a reporting nuance in how multi-state status is recorded or an inconsistency in the underlying submission.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 4
  • LOUIS ALMERINI

    Chief Financial OfficerCRD 1605183

  • MARIA TSALIS

    Independent ContractorCRD 1946496

  • JEFFREY HALPERT

    President, CEOCRD 2072459

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Contacts

3 of 33
  • CHARLES BAILEY

    Registered RepresentativeCRD 719858

  • JOHN SIMPSON

    Executive Vice PresidentCRD 2510597

  • CHADWICK CARRICK

    Vice President, InvestmentsCRD 3093870

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FLORHAM PARK, NJ

MORRIS

Location

FLORHAM PARK, NJ

Headquartered in FLORHAM PARK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
MORRIS
Address
30B Vreeland Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth